by David Spaulding | Oct 26, 2016 | time-weighted, BAI, Bank Administration Institute, Investment Performance Guy, performance measurement, time-weighted return, time-weighting
Why is it called time-weighted returns? Before I answer this question, it might help to explain where the terms “time-weighting” and “time-weighted” come from. It’s not what you may think. No, Peter Dietz, who gave us the “Original...
by David Spaulding | Oct 24, 2016 | GIPS, Global Investment Performance Standards, Investment Performance Guy, performance measurement
GIPS Webinar / Workshop: December 15, 2016 I’m really excited to announce TSG will host a GIPS® webinar on December 15, 2016. It’s going to be an all-day workshop, starting at 10 AM (US) EST. My friends and colleagues, Herb Chain, CPA (formerly of D&T)...
by David Spaulding | Oct 19, 2016 | #GIPS2020, GIPS, Global Investment Performance Standards, Investment Performance Guy
At this year’s annual #GIPS conference, we learned that the GIPS® Executive Committee is beginning work on the next edition of the Global Investment Performance Standards: GIPS 2020, or as those of us who Tweet will probably refer to it, #GIPS2020. While...
by David Spaulding | Oct 17, 2016 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
Steps to GIPS compliance, if you’re not quite ready to comply We were recently asked the following: “Do you have any recommendations or best practices we should be employing now to provide an easier transition to GIPS® reporting in the future?” I guess...
by David Spaulding | Oct 14, 2016 | GIPS, GIPS compliance, Global Investment Performance Standards, Investment Performance Guy
GIPS Survey Time The GIPS(R) Executive Committee has posted a survey here, and they’d like your input. The survey will only take you a few minutes. One question they ask is what changes you’d make to the Standards. I offered three: Change the composite...
